Meet the Synergetic Finance Team
October 5, 2014
Choosing a financial advisor is an important decision. You want to work with someone you trust. Watch this brief YouTube video to meet the Synergetic Finance team and learn more about how we work with…
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It takes a village...
August 19, 2014
If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest…
What kind of investment advisor is right for you?
August 5, 2014
In February 2013, I wrote a blog post about choosing an investment advisor. A year and a half later, that advice still holds true. When choosing someone to handle one of your most valuable assets…
Investment selection, monitoring and control
July 22, 2014
After you and your financial planner have decided on the most appropriate asset classes to include in your investment portfolio, and also have decided on the allocation of assets within the asset classes, the next…
Synergy Principal and Investment Advisor John Angelo Flavin Earns Accredited Investment Fiduciary® Designation
November 8, 2013
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation. Flavin earned the AIF® designation after completing substantial pre-requisites…
Asset Class Returns YTD: U.S. Equity Shows Higher Returns
November 4, 2013
This year U.S. equity has been generating much higher returns compared to other asset classes year-to-date. Look at this chart*, through Sept. 2013, to see the returns. The bottom 25% of returns is shown in…
Debt Ceiling: Overview & Portfolio Implications
October 11, 2013
Here is the October 9, 2013 edition of “Snips.” If you’d like to have this info. delivered directly to your inbox, click here to sign up. Over the last few weeks there has been…
Fourth Quarter Financial Planning
October 5, 2013
We are now moving into the fourth quarter of the year. This is a good time to review your third quarter investment results and financial goals and make any needed adjustments. Here are some things…